Lynas Rare Earths has reported record profits on the back of surging global demand for rare earth oxides used in permanent magnets for EV motors and wind turbines, enabling accelerated expansion of its Mt Weld mine and downstream processing. CEO Amanda Lacaze is pushing ahead with capacity growth at the Western Australian concentrator and the new Kalgoorlie cracking and leaching plant, designed to reduce reliance on offshore processing. For mine planners and process engineers, the move signals sustained demand for high-grade monazite-hosted rare earth ores and long-term justification for beneficiation and hydrometallurgical upgrades.

BHP chief executive Mike Henry has reaffirmed the company’s iron ore advantage, citing world‑leading EBITDA margins and stronger free cash flow from its Western Australia Iron Ore (WAIO) operations compared with Rio Tinto and Vale. He pointed to sustained low unit costs across BHP’s Pilbara hubs and a high proportion of lump and premium fines products as key drivers of realised price and margin resilience through the cycle. For mine planners and process engineers, the message is continued emphasis on low‑strip orebodies, efficient rail‑port integration and product quality control to defend cost and price premia.

Greenland Resources has secured a 1,147.76 km² special exploration licence in the Semersooq region around its existing Malmbjerg molybdenum and magnesium exploitation licence, giving it a dominant mineral tenure position on Greenland’s east coast. Historic geochemistry from the Geological Survey of Denmark and Greenland shows multiple sites with highly anomalous molybdenum values in the new area, and the company plans hyperspectral surveys to refine drill targets and potential resource additions. The move comes as global molybdenum demand is forecast to rise from about 398,000 tonnes in 2024 to 500,000 tonnes per year by 2034.